← All institutions
Institutional Holdings
MDWDOwnership Summary
Institutions Holding
106
Total Shares Held
6,734,254
Total Value Held
$110,464,069
Quarter
2025-12-31
Active Positions
Increased Positions
9
274,008 shares
Decreased Positions
4
141,364 shares
Held Positions
4
1,328 shares
New Positions
83
6,317,554 shares
Sold Out Positions
6
281 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| INVESTOR AB | 872,093 | $16,098,837 | New position | 2025-12-31 | |
| Yelin Lapidot Holdings Management Ltd. | 763,069 | $14,086,254 | New position | 2025-12-31 | |
| Rosalind Advisors, Inc. | 749,054 | $13,827,537 | New position | 2025-12-31 | |
| BlackRock, Inc. | 455,751 | $8,413,165 | New position | 2025-12-31 | |
| SPHERA FUNDS MANAGEMENT LTD. | 230,347 | $4,252,206 | New position | 2025-12-31 | |
| Silverberg Bernstein Capital Management LLC | 228,137 | $3,353,614 | ▲ +28,132 | 1.28% | 2026-06-30 |
| STATE STREET CORP | 124,510 | $2,298,455 | New position | 2025-12-31 | |
| UBS Group AG | 145,057 | $2,677,752 | New position | 2025-12-31 | |
| GEODE CAPITAL MANAGEMENT, LLC | 120,101 | $2,217,063 | New position | 2025-12-31 | |
| Point72 Asset Management, L.P. | 129,248 | $1,899,946 | ▼ -46,231 | 0.00% | 2026-06-30 |
| ARK Investment Management LLC | 106,397 | $1,964,089 | New position | 2025-12-31 | |
| NORTHERN TRUST CORP | 119,689 | $2,209,459 | New position | 2025-12-31 | |
| DAFNA Capital Management LLC | 113,612 | $2,097,278 | New position | 2025-12-31 | |
| MORGAN STANLEY | 73,954 | $1,365,190 | New position | 2025-12-31 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 70,143 | $1,031,102 | New position | 0.00% | 2026-06-30 |
| Sargent Investment Group, LLC | 59,926 | $1,106,234 | New position | 2025-12-31 | |
| CITADEL ADVISORS LLC | 89,638 | $1,654,717 | New position | 2025-12-31 | |
| AQR CAPITAL MANAGEMENT LLC | 50,357 | $740,250 | New position | 0.00% | 2026-06-30 |
| Summit Financial, LLC | 47,998 | $886,043 | New position | 2025-12-31 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 103,666 | $1,913,674 | New position | 2025-12-31 | |
| Phoenix Financial Ltd. | 39,000 | $572,905 | New position | 0.00% | 2026-06-30 |
| LPL Financial LLC | 21,875 | $403,813 | New position | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 33,552 | $493,214 | ▲ +13,811 | 0.00% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24,273 | $448,080 | New position | 2025-12-31 | |
| MGO ONE SEVEN LLC | 22,162 | $409,111 | New position | 2025-12-31 | |
| Bank of New York Mellon Corp | 18,098 | $334,090 | New position | 2025-12-31 | |
| PVG ASSET MANAGEMENT CORP | 20,480 | $378,060 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 15,105 | $278,838 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 20,183 | $372,573 | New position | 2025-12-31 | |
| OPPENHEIMER & CO INC | 20,092 | $370,898 | New position | 2025-12-31 | |
| J. Goldman & Co LP | 13,070 | $241,272 | New position | 2025-12-31 | |
| Invesco Ltd. | 12,861 | $189,057 | New position | 0.00% | 2026-06-30 |
| RHUMBLINE ADVISERS | 10,865 | $200,560 | New position | 2025-12-31 | |
| Nuveen, LLC | 10,799 | $199,350 | New position | 2025-12-31 | |
| Thomasville National Bank | 10,500 | $154,350 | New position | 0.01% | 2026-06-30 |
| Y.D. More Investments Ltd | 10,400 | $152,880 | New position | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 10,037 | $147,544 | ▲ +132 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 9,385 | $137,960 | New position | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 3,653 | $67,434 | New position | 2025-12-31 | |
| FMR LLC | 3,038 | $56,081 | New position | 2025-12-31 | |
| CITIGROUP INC | 227 | $4,191 | New position | 2025-12-31 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,546 | $83,919 | New position | 2025-12-31 | |
| JPMORGAN CHASE & CO | 4,013 | $74,080 | New position | 2025-12-31 | |
| SIMPLEX TRADING, LLC | 3,700 | $54,390 | ▼ -38,600 | 0.00% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,500 | $64,610 | New position | 2025-12-31 | |
| Pinnacle Wealth Planning Services, Inc. | 2,478 | $45,744 | New position | 2025-12-31 | |
| BARCLAYS PLC | 15,276 | $281,995 | New position | 2025-12-31 | |
| Police & Firemen's Retirement System of New Jersey | 1,610 | $29,721 | New position | 2025-12-31 | |
| Arax Advisory Partners | 1,597 | $23,476 | ▲ +1,594 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 2,053 | $37,898 | New position | 2025-12-31 | |
| Tower Research Capital LLC (TRC) | 609 | $11,242 | New position | 2025-12-31 | |
| Blue Trust, Inc. | 940 | $13,818 | Unchanged | 0.00% | 2026-06-30 |
| Legal & General Group Plc | 1,065 | $19,660 | New position | 2025-12-31 | |
| Ameritas Investment Partners, Inc. | 785 | $14,491 | New position | 2025-12-31 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 554,498 | $10,237 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 366 | $6,755 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 316 | $5,000 | New position | 2025-12-31 | |
| Integrated Wealth Concepts LLC | 462 | $6,794 | New position | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 100 | $1,846 | New position | 2025-12-31 | |
| GAMMA Investing LLC | 321 | $4,719 | ▲ +47 | 0.00% | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | 286 | $4,204 | Unchanged | 0.00% | 2026-06-30 |
| Geneos Wealth Management Inc. | 215 | $3,969 | New position | 2025-12-31 | |
| Allworth Financial LP | 139 | $2,044 | ▲ +138 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 138 | $2,032 | ▲ +27 | 0.00% | 2026-06-30 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 599 | $11,058 | New position | 2025-12-31 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 101 | $1,485 | Unchanged | 0.00% | 2026-06-30 |
| Clal Insurance Enterprises Holdings Ltd | 71,000 | $1,311 | New position | 2025-12-31 | |
| EverSource Wealth Advisors, LLC | 58 | $852 | ▲ +50 | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 85 | $1,569 | New position | 2025-12-31 | |
| Essential Partners LLC | 52 | $764 | ▼ -82 | 0.00% | 2026-06-30 |
| Cornerstone Planning Group LLC | 45 | $649 | New position | 0.00% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 43 | $632 | New position | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 1 | $18 | Unchanged | 2025-12-31 | |
| Optiver Holding B.V. | 66 | $1,217 | New position | 2025-12-31 | |
| JONES FINANCIAL COMPANIES LLLP | 8 | $148 | New position | 2025-12-31 | |
| Fortitude Family Office, LLC | 29 | $426 | New position | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 29 | $426 | ▲ +27 | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 6 | $88 | New position | 0.00% | 2026-06-30 |
| SJS Investment Consulting Inc. | 2 | $30 | New position | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 1 | $15 | New position | 0.00% | 2026-06-30 |
| MEITAV INVESTMENT HOUSE LTD | 371,618 | $6,856,631 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 10,917 | $201,528 | New position | 2025-12-31 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19,527 | $357,170 | New position | 2025-12-31 | |
| MetLife Investment Management, LLC | 5,908 | $109,062 | New position | 2025-12-31 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Private Wealth Management Group, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Steward Partners Investment Advisory, LLC | 42 | $775 | New position | 2025-12-31 | |
| NISA INVESTMENT ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Sunrise Financial Services, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| KOTLER KEVIN | 337,236 | $6,225,377 | New position | 2025-12-31 | |
| MILLENNIUM MANAGEMENT LLC | 102,130 | $1,885,320 | New position | 2025-12-31 | |
| VANGUARD GROUP INC | 65,296 | $1,205,364 | New position | 2025-12-31 | |
| MENORA MIVTACHIM HOLDINGS LTD. | 65,147 | $1,202,614 | New position | 2025-12-31 | |
| BALYASNY ASSET MANAGEMENT L.P. | 38,147 | $704,194 | New position | 2025-12-31 | |
| PharVision Advisers, LLC | 19,064 | $351,921 | New position | 2025-12-31 | |
| Squarepoint Ops LLC | 16,099 | $297,188 | New position | 2025-12-31 | |
| PCM Encore, LLC | 11,278 | $208,192 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 8,364 | $154,399 | ▼ -3,500 | 2025-12-31 | |
| DEUTSCHE BANK AG\ | 7,971 | $147,145 | New position | 2025-12-31 | |
| Quarry LP | 1,403 | $25,899 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 129 | $2,381 | New position | 2025-12-31 | |
| Torren Management, LLC | 24 | $443 | New position | 2025-12-31 | |
| AMALGAMATED BANK | 306 | $6 | New position | 2025-12-31 | |
| CWM, LLC | 108 | $2 | New position | 2025-12-31 |